Company – Bonanza Portfolio Ltd.
Designation – Franchisee Manager
Good in English communication and Local Language
Job Description:-
1. Generating revenue through wealth Broking and Assets products through Channel partners / POSP Associates / Franchisee .
2. Generating revenue from existing channel partners is also desired.
3. Preferring candidates having experience in direct sales , channel sales .Understanding of Mutual Fund / Insurance / Equity and broking ecosystem is a prerequisite .
4. New client acquisition, building new relationships and increasing depth in existing relationships with clients.
5. Selling online broking accounts- Demat account, trading account.
6. Identifying customer needs, assessing their appetite and providing them investment options.
7. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
8. Achieving targets as assigned by the organisation on a monthly basis.
9. Migrating offline clients to do online trading.
10. Regular updates to the immediate superior as a when required.
Subodh Popalwar
Software Engineer, Memorres
About Bonanza Portfolio Ltd
About
Bonanza has been developing and distributing financial products for over 25 years across India. After growing massively in the financial sector with stockbroking, mutual funds, insurance, real estate and many more services, we have expanded into the human resource and healthcare markets too. We are now looking to the future with growing our digital offerings and developing solutions for the post-millennial generation.
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Follow CutshortSubodh Popalwar
Software Engineer, Memorres